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Senior Analyst, Business Insights

Quick Facts

St Louis, Missouri, Omaha, Nebraska, Jersey City, New Jersey ID# 2018-21591 Regular Full-Time Second Level Professional


The Senior Analyst will be responsible for leading strategic analysis to inform & support business decisions of Marketing Leadership. The person in this role will procure data, perform rigorous analysis, discern insights, formulate recommendations, distill key findings for executive-level consumption, and present those findings to leadership.


This role will also have responsibility of supporting certain Marketing programs including, but not limited to (1) Early Tenure Management, (2) Promotional Offers, and (3) Lead Generation. As these programs continue to evolve, this individual will be relied upon heavily to develop deep client insights that will build better client experiences and maximize marketing effectiveness.


The position involves Senior Management exposure, a deep understanding of our internal data warehouse and BI solutions (Tableau), as well as strong SAS/SQL knowledge and the ability to work with large and complex data sets. This ideal candidate will demonstrate a high level of autonomy, producing reporting, program forecasts, and ad hoc analysis with little-to-no guidance often with tight deadlines.


  • Lead the development of insightful ad hoc analysis to support decision makers within Marketing and across the firm
  • Leverage technical abilities to access large, complex and disparate datasets, translating Marketing requests into actionable data requirements, analysis, and recommendations
  • Maintain key relationships outside of Marketing, including Finance, Retail Distribution, and Product, to realize analytical synergies
  • Use data visualization & presentation skills to present findings in a clear and concise manner
  • Provide reporting and analytical support to the Early Tenure Management, Promotional Offers, and Lead Generation programs
  • Provide recurring reporting regarding new client onboarding to describe client engagement
  • Provide forecasts of offer spend based on new program launches or new account targets set by the business
  • Provide reporting and analytical support for lead generation programs, affiliate referral programs, as well as one-off campaigns aimed at lead generation
  • Provide consultative support to Program Manager(s), recommending changes/enhancements to supported programs as necessary
  • Take an active role in the continued transformation of supported programs as they evolve
  • Provide timely and relevant analysis to evaluate effectiveness changes as a result of strategic shifts made to offer strategy
  • Provide analytical support on an ad hoc basis for Marketing Leadership


  • Strong business acumen; ability to see how business decisions impact the client experience & the firm’s ability to drive revenue
  • Advanced knowledge of SQL
  • Advanced knowledge of Microsoft Excel (pivot tables, vlookups, etc.)
  • Experience using Base SAS
  • Experience using TDA’s internal data warehouse preferred
  • Ability to communicate with multiple levels of the TDA Marketing organization, presenting findings and recommendations in a clear and concise manner
  • Ability to manipulate, organize and analyze large data sets
  • Ability to effectively prioritize multiple tasks and meet required deadlines
  • 4 year college degree in Business, Finance, Economics, Statistics, Information Technology, Computer Science or Engineering preferred
  • 4-5 years total experience
  • Military education or experience may be considered in lieu of civilian requirements listed

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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

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